Avidian Wealth Enterprises’s Fidelity National Information Services FIS Stock Holding History

Avidian Wealth Enterprises’s Portfolio FIS Stock Details FIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,395	Closed	-$298K	–	484
2022 Q4	$298K	Sell	4,395 -1,329	-23%	-$94.4K	0.02%	360
2022 Q3	$433K	Buy	5,724 +1,085	+23%	+$101K	0.03%	260
2022 Q2	$425K	Buy	+4,639	New	+$461K	0.03%	291
2022 Q1	–	Sell	-5,268	Closed	-$575K	–	524
2021 Q4	$575K	Buy	+5,268	New	+$595K	0.04%	273
2020 Q1	–	Sell	-1,803	Closed	-$251K	–	225
2019 Q4	$251K	Buy	1,803 +215	+14%	+$28.8K	0.04%	196
2019 Q3	$211K	Buy	+1,588	New	+$211K	0.03%	179
2018 Q3	–	Sell	-2,000	Closed	-$212K	–	111
2018 Q2	$212K	Buy	+2,000	New	+$204K	0.07%	90
2016 Q3	–	Sell	-1,000	Closed	-$73.7M	–	85
2016 Q2	$73.7M	Buy	+1,000	New	+$70.3K	26.81%	1

Other funds holding FIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avidian Wealth Enterprises's FIS Position: Q1 2023 in Review

Avidian Wealth Enterprises sold out of Fidelity National Information Services (FIS) in Q1 2023, closing a stake of 4,395 shares — an estimated $298K sold.

Avidian Wealth Enterprises first reported a position in FIS in Q2 2016 and held it in 8 quarters. The position peaked at $73.7M in Q2 2016. 951 funds tracked by Wall St. Rank hold FIS as of Q1 2023.

Avidian Wealth Enterprises reported no remaining Fidelity National Information Services position as of Q1 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 4,395 Fidelity National Information Services shares in Q1 2023, an estimated $298K.
Avidian Wealth Enterprises first reported a position in Fidelity National Information Services in Q2 2016 and held it in 8 quarters.
Avidian Wealth Enterprises's Fidelity National Information Services position peaked at $73.7M in Q2 2016.
951 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2023, filed 8 May 2023.